Active Insights
Active-management perspective, portfolio positioning, and manager commentary.
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Forget Nvidia? Why Micron Just Became AI’s Hottest Stock
Congrats to Micron (MU). It just broke into the top-10 largest American stocks, which is a big deal in our Disruption Investing framework.
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Stocks Keep Climbing as Bond Yields Flash Fresh Inflation Risks
Yields climbed toward levels that have historically made investors nervous, yet stocks pressed on and continued to grind higher.
Stephen Kates -
Cerebras vs Nvidia: What Investors Are Missing in the AI Chip Race
AI chipmaker Cerebras Systems CBRS just IPO'd, and the questions are pouring in. Is this the next Nvidia NVDA? Should I buy it? What’s the play?
